VANGUARD INDEX FDS's ticker is VBR and the CUSIP is 922908611. A total of 1,194 filers reported holding VANGUARD INDEX FDS in Q3 2023. The put-call ratio across all filers is 0.89 and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $56,938 | -3.6% | 357 | 0.0% | 0.03% | -3.4% |
| Q2 2023 | $59,048 | +4.2% | 357 | 0.0% | 0.03% | 0.0% |
| Q1 2023 | $56,677 | -0.0% | 357 | 0.0% | 0.03% | -12.1% |
| Q4 2022 | $56,692 | +11.2% | 357 | 0.0% | 0.03% | +6.5% |
| Q3 2022 | $51,000 | -3.8% | 357 | 0.0% | 0.03% | -8.8% |
| Q2 2022 | $53,000 | -15.9% | 357 | 0.0% | 0.03% | -10.5% |
| Q1 2022 | $63,000 | -1.6% | 357 | 0.0% | 0.04% | -9.5% |
| Q4 2021 | $64,000 | +6.7% | 357 | 0.0% | 0.04% | -6.7% |
| Q3 2021 | $60,000 | -3.2% | 357 | 0.0% | 0.04% | -13.5% |
| Q2 2021 | $62,000 | -13.9% | 357 | -18.3% | 0.05% | -35.0% |
| Q1 2021 | $72,000 | -37.4% | 437 | -45.8% | 0.08% | -40.3% |
| Q4 2020 | $115,000 | +27.8% | 807 | -1.1% | 0.13% | +28.8% |
| Q3 2020 | $90,000 | +119.5% | 816 | +110.3% | 0.10% | +131.1% |
| Q2 2020 | $41,000 | – | 388 | – | 0.04% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Hackensack Meridian Health, Inc. | 1,428,976 | $255,570,000 | 24.79% |
| Mokosak Advisory Group, LLC | 248,745 | $44,482,000 | 17.06% |
| TrueWealth Financial Partners | 63,776 | $11,406,000 | 11.15% |
| Titan Capital Management, LLC /TX | 59,009 | $10,554,000 | 9.44% |
| Bishop & Co Investment Management, LLC | 125,118 | $22,377,000 | 9.25% |
| BHK Investment Advisors, LLC | 128,961 | $23,065,000 | 9.10% |
| Family CFO Inc | 51,187 | $9,155,000 | 8.84% |
| Center for Financial Planning, Inc. | 230,096 | $41,153,000 | 8.43% |
| ASPIRIANT, LLC | 856,412 | $153,157,000 | 8.19% |
| Merriman Wealth Management, LLC | 1,150,291 | $202,529,000 | 7.99% |